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Watsco Inc

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
476
Jag Capital Management
Missouri
$212K +$196K +667 New
PFO
477
Pathstone Family Office
New Jersey
$212K +$195K +665 New
C
478
Covestor
United Kingdom
$208K +$8.81K +30 +5%
MCM
479
MAI Capital Management
Ohio
$207K +$192K +652 New
RWA
480
River Wealth Advisors
Pennsylvania
$206K +$190K +647 New
ICG
481
InterOcean Capital Group
Tennessee
$202K +$187K +636 New
HWA
482
Heartwood Wealth Advisors
Virginia
$202K +$187K +635 New
TWM
483
Tradition Wealth Management
Minnesota
$175K +$162K +551 New
S
484
SignatureFD
Georgia
$174K -$2.06K -7 -1%
IAIM
485
International Assets Investment Management
Florida
$164K +$151K +515 New
CLOS
486
Compagnie Lombard Odier SCmA
Switzerland
$159K +$147K +500 New
PI
487
PineBridge Investments
New York
$154K – – –
FHA
488
First Horizon Advisors
Tennessee
$147K – – –
CI Investments Inc
489
CI Investments Inc
Ontario, Canada
$145K +$10.6K +36 +9%
HWA
490
Heritage Wealth Advisors
Virginia
$144K -$55.8K -190 -30%
BWP
491
Baldwin Wealth Partners
Massachusetts
$143K – – –
TCPG
492
Trivant Custom Portfolio Group
California
$141K +$130K +442 New
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$137K -$2.94K -10 -2%
GWM
494
Geneos Wealth Management
Colorado
$131K +$27K +92 +29%
ASN
495
Advisory Services Network
Georgia
$129K -$588 -2 -0.5%
SIC
496
Salem Investment Counselors
North Carolina
$127K – – –
KBC Group
497
KBC Group
Belgium
$125K – – –
EWM
498
Endurance Wealth Management
Rhode Island
$111K – – –
PFBT
499
Parkside Financial Bank & Trust
Missouri
$110K -$881 -3 -0.9%
CTC
500
Central Trust Company
Missouri
$105K +$1.47K +5 +2%